All guides, by feature
Export a media plan to Excel
Press Export Excel on the plan’s page. Your browser downloads an .xlsx with a summary sheet and a sheet for each media type.
Before you start
- Who can do this
- Anyone at your agency
- Where in Orbit
- Sidebar › Workspace › Media plans
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Media plans and select the plan.
Press Export Excel.
Open the downloaded file. It’s named after the advertiser and campaign, with today’s date, for example Acme_-_Spring_Launch_2026-10-13.xlsx.
The Campaign Summary sheet has the plan’s advertiser, campaign, dates and budget, then its lines summed up by media type, and any shared budgets. Each media type, such as Programmatic, has its own sheet listing its lines.
When it worked
Your browser downloads the .xlsx file.
If something goes wrong
There’s no export on the Media plans list.
Export is on each plan’s page only. Open the plan, then press Export Excel.
UTMs, creative specs or notes are missing from the file.
The export doesn’t include them. Each line’s media type, channel, KPI, flight, geo, funnel stage, audience, CPM, impressions and budget are exported.
You need a PDF or CSV.
Orbit exports Excel only. Open the .xlsx in Excel or Google Sheets and save it in the format you need.
How it works
Explainer: Shared budgets and how plan figures are worked out
A shared budget is one amount that funds several lines without splitting it between them. A plan’s total budget adds each line’s own budget to each shared budget, counted once.
Use a shared budget when a plan gives one figure for several placements with no split, such as “Meta — all tactics”. Add it on Plan Details with Add shared budget, then switch each line it funds from Own budget to the shared budget. Those lines show “Funded by” and its name, and have no budget of their own.
| Figure | How it’s worked out |
|---|---|
| Total budget | Each line’s own budget, plus each shared budget once. |
| Forecast imps. | Every line’s impressions added up. |
| Forecast CPM | Total budget ÷ forecast impressions × 1,000. |
| Flight | The number of days from the plan’s start date to its end date. |
| A line’s Impressions | Budget ÷ CPM × 1,000, until you type your own number. |
| Total Budget on the Media plans page | The budgets of all active plans added up. |
- A shared budget must be more than zero and fund at least one line.
- A line on a shared budget can’t have its own budget too. Picking the shared budget clears it.
- A shared budget can’t be split between its lines. To split an amount, give each line its own budget.
- Lines on a shared budget don’t work out impressions from budget and CPM. Type them in.
- Removing a shared budget puts its lines back on their own budgets, which start empty.